10/16/2025
RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors
Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients
People Moves
10/16/2025
JP Morgan Private Bank Adds Justo Schiopetto as Banker in Miami
J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices
10/16/2025
Investment Industry Leader Joins Rothschild Wealth Partners to Advance Strategic Expansion and Strengthen Market Presence
The appointment of Mr. Kelly comes as Rothschild Wealth Partners continues to build on its nearly 120-year legacy
10/16/2025
F.L.Putnam Expands in New Hampshire with New Office and Two Senior Hires
Thomas Burleigh and Michael Hanlon expand the firm's local financial planning and investment management expertise and capabilities
10/16/2025
Eastern Bank Welcomes Diana Kenneally To Cambridge Trust Private Banking
Ms. Kenneally most recently served as Senior Private Banker for the New England region at BNY Mellon Wealth Management
10/15/2025
JP Morgan Private Bank Hires Antonio López Doddoli in Houston
J.P. Morgan Private Bank Announced the Addition of Antonio López Doddoli to Its Latin America Team as Vice President and Banker at Its Houston Offices
10/15/2025
Mercer Advisors Appoints Kate Shackleton as Head of New Partner Success
Seasoned wealth management leader joins $86 billion RIA to accelerate partner firm success and growth
10/15/2025
Advyzon Expands Its All-In-One Platform With Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor
Comprehensive wealthtech platform plans to launch new capability in 2026
10/14/2025
Wellington Management Appoints Michael Trihy as Head of Portfolio Management
In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.
10/14/2025
Atria Co-Founder Lands at Annuities Wholesaler WealthVest
Kevin Beard has joined WealthVest as Chief Strategy Officer, where he will lead a new initiative, WealthVest Investment Services.
10/14/2025
Chubb Appoints Brian Church to Lead International Property and Casualty Division
Brian will oversee the company's international commercial property and casualty (P&C) insurance business
10/13/2025
Connor Reinarman Joins Bradford Wealth Management As Advisor
In his role, he will assist clients with personalized financial planning, individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, charitable giving solutions, life insuranc
10/13/2025
Cetera Welcomes 34-Member Pillar Financial Group with $1.8 Billion in Client Assets
Multigenerational advisory firm with offices in Washington, Idaho, and Illinois joins Cetera for its technology, personalized service, and commitment to supporting independent financial advisors
10/10/2025
Raymond James Ltd. Recruitment Momentum Continues as the Edmonton Branch Welcomes Lance Priemaza
The Edmonton Branch is one of Raymond James Ltd.'s biggest offices, with 30 advisors and almost 40 associates.
10/10/2025
Stratos Wealth Holdings Appoints Charis Jones as Chief Operating Officer
Jones brings nearly three decades of leadership experience in financial services, spanning compliance, supervision, and operational excellence.
10/10/2025
Balyasny’s Goodwin to lead new $15bn equities unit
The approach mirrors other multi-strategy giants such as Citadel
10/09/2025
UBS Florida International Adds Gustavo and Leon Ciobataru in Miami
Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International
10/09/2025
UBS Florida International Adds Gustavo and Leon Ciobataru in Miami
Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International
10/09/2025
BNY Investments names new global distribution head
The sales head for BNY's multi-boutique joins from American Century Investments and will be based in New York.
10/09/2025
Northern Trust Asset Management Adds Long/Short Equity Expertise
Slava Malkin joins as senior portfolio manager to bolster tax-advantaged strategies